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Getting Started With Your Account
Getting Started With Your Account

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Getting Started With Your Account

A comprehensive guide to setting up and managing your Everflow account settings, including basic configuration, security options, and user preferences.

Overview

Your Account page is where you control your Everflow settings.

Let's walk through how to set up your account and get started.

Accessing Your Account

Click on your profile icon in the sidebar Select My Account from the dropdown menu You'll see two main tabs: General: Basic information and settings Logins: Access history

Understanding Account Sections

Basic Information

The General tab displays your core account details:

Field Description ID Your unique identifier in the system Name Your account name Title Your position Role e.g., Administrator (not be confused with Super User) Partner/Advertiser Manager Status Your management permissions Business Unit Organizational grouping Language Interface language preference Timezone Your selected time zone for reporting Currency Your default currency for Offers, reports, etc.

Contact Information

Under the Contact tab, you'll find:

Field Description Email Your primary contact email Work Phone Business contact number Cell Phone Mobile contact number Instant Messaging Additional contact methods (WhatsApp, Skype, etc.)

Security Settings

The Security section provides essential account protection:

Setting Description Password Management Change your account password Email Updates Modify your registered email

Partner Sign Up Link

Field Description Partner Sign Up Link Your unique partner recruitment URL

Login History

The Logins tab shows your account access information:

  • Login Time
  • IP Address
  • Location
  • Device Type
  • Browser Information

Best Practices

Maintaining a secure and optimized Everflow account requires attention to a few key areas.

Prioritize security by regularly updating your password with strong combinations of characters, numbers, and symbols. Make it a habit to periodically review your login history for any unfamiliar activity – this simple practice can help identify potential security issues before they become problems. Keeping your contact information current ensures you receive important system notifications and account updates without delay.

Proper account configuration significantly improves your Everflow experience. Selecting the appropriate timezone ensures all your reports and data reflect accurate timing that aligns with your business operations. Similarly, configuring the correct currency setting prevents confusion in financial reports and offer management. These seemingly minor settings have a major impact on data accuracy and reporting clarity.

By taking a few moments to optimize these account fundamentals, you'll create a more efficient workflow and more reliable reporting throughout your Everflow experience.

Quick Reference: Common Tasks

Task Location Notes Change Password My Account - General tab - Security > Change password Please select a strong password and use MFA Update Email My Account - General tab - Security > Change email Requires verification. The account will be updated once the new address has been verified View Login History My Account > Logins tab Monitors account security Edit Basic Info My Account - General > Edit Updates core account details Copy Partner Link My Account - General > Partner Sign Up Link section Use clipboard icon

Additional Tips

Ensuring consistent settings across your account creates a foundation for accurate data analysis and reporting.

Aligning your timezone and currency configurations prevents confusion when interpreting performance metrics and financial data. This alignment is particularly important when working with teams across different regions or managing campaigns in multiple markets.

The security of your account deserves ongoing attention. Take a moment to check your login history periodically to verify that all account access comes from recognized devices and locations. This proactive monitoring helps protect your valuable marketing data and platform access. Remember to save your changes after making any modifications to your account settings – this simple step prevents frustration and ensures your customizations take effect immediately.

These small but significant practices will help you maintain a secure, optimized Everflow experience tailored to your specific business needs.